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Sovran Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sovran Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Sell
4,045
-535
-12% -$41.8K 0.02% 473
2026
Q1 		$359K Buy
4,580
+619
+16% +$48.7K 0.03% 423
2025
Q4 		$312K Sell
3,961
-24,217
-86% -$1.91M 0.03% 441
2025
Q3 		$2.22M Buy
28,178
+531
+2% +$41.8K 0.2% 123
2025
Q2 		$2.16M Sell
27,647
-12,734
-32% -$996K 0.23% 113
2025
Q1 		$3.16M Buy
40,381
+1,820
+5% +$141K 0.41% 60
2024
Q4 		$2.97M Buy
+38,561
New +$2.99M 0.42% 62

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sovran Advisors's BSV Position: Q2 2026 in Review

Sovran Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q2 2026, selling an estimated $41.8K and leaving 4,045 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #473.

Sovran Advisors first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.16M in Q1 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Sovran Advisors held 4,045 shares of Vanguard Short-Term Bond ETF worth $314K as of Q2 2026.
  • Sovran Advisors sold 535 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $41.8K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #473 holding.
  • Sovran Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Vanguard Short-Term Bond ETF position peaked at $3.16M in Q1 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.